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Learning Center


Access the largest knowledge base for Self-Directed IRAs. Expand your investor knowledge with articles, whitepapers, practical guides and tons of other educational resources.

About Entrust


For 40 years, The Entrust Group has provided account administration services for self-directed retirement and tax-advantaged plans. Entrust can assist you in purchasing alternative investments with your retirement funds, and administer the buying and selling of assets that are typically unavailable through banks and brokerage firms.

Entrust Employee Profile: Joshua

Joshua-EntrustEstimated reading time: 2 minutes

Meet Joshua, he is a Client Services Associate at The Entrust Group who has been with the company for less than one year. In his position, Joshua is responsible for handling client calls and providing them with account solutions.

Let's learn more about Joshua.

What do you enjoy about working for the company?
Being able to find myself in new situations daily and learning from these experiences. I also love my coworkers; they truly care for you and treat you like family.

What special skills do you have?
Problem solving. I love when I'm given the pieces to a puzzle, and the challenge is finding a way to piece the puzzle back together.

What is the most common question you come across at Entrust?
"What’s the status of my transaction?"

Do you know any random facts about the IRA industry?
You have 60 days to rollover funds from one custodian to another, otherwise it’ll be considered a distribution and normal taxation may apply.

What is your favorite type of food?
Breakfast for the win! Specifically, French toast, eggs, and turkey bacon. Mmm!

Do you have any hobbies?
I produce, write, record, mix, and master music. I have a music studio at home. I also love traveling.

Where are you from originally?
I was born and raised outside of Chicago, IL. Go Bulls!

What do you enjoy about living in your state?
I enjoy the nature here in Tennessee along with all the amazing restaurants.

A fun fact about you:
Several remixes I made were played on a major Hip-Hop/Pop radio station in the Orlando, FL area.

Joshua sings into microphone.

Couple takes photo with selfie stick while on the beach.Thank you Josh for taking part in our Entrust Employee Spotlight. We enjoy learning more about our employees and what makes them unique. To learn more about employees at The Entrust Group, please visit our Entrust News page here.

To provide personal service, Entrust maintains local offices that are staffed by professionals with first-hand experience related to Self-Directed IRAs, real estate and financial services. We take pride in providing educational resources through our Learning Center to help clients and professionals understand the broad spectrum of investment options, regulations, and requirements, and the benefits of self-direction.

To learn more about our local offices and representatives, visit the contact us page. 

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Self-Directed IRAs:
The Basics Guide

Learn about your investment options, Self-Directed IRA rules, and much more!

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